Coheus Help

Thank you for using Teraverde’s Coheus® Products!

Coheus MasterClock FAQs:

Where do I start?  

From within the Coheus Configuration Editor input form, click the button that shows the configuration file that you would like to edit, e.g. “MasterClock Config”.

What do the icons mean?

Save: Saves the configuration file to be utilized by the system.

Edit: Edit the Input Form Name.

Delete: Delete’s the individual tracked task.

 

How do I change my MasterClock workflows?

After opening the editor from the Coheus Configuration Editor input form, to begin, select the workflow name on the left-side panel and then click ‘Edit’ (if no workflows exist, click the bottom ‘Add Workflow’ button).  This will open the right-side panel with data to be modified specific to the workflow.

To edit the top panel that is workflow specific, click the top-panel ‘Edit’ button.  This will allow the name, duration type for calculations, colors representing the top and bottom of the workflow in Encompass and the fields utilized for determining the “Earliest Date”

How do I change my MasterClock workflows? Can you explain the terms used in the editor?

There are a lot of calculations that occur within Coheus MasterClock.  With those calculations, there are parameters that can be set, by you, to make it customized specifically for your environment.

Workflow Top Panel:  

Workflow Name:  This is the name that the custom field, CX.TVSP.WORKFLOW, will be utilizing so that the system knows what workflow within the configuration settings should be utilized.  

Earliest Fields:

The field IDs, separated by the vertical bar (“|”), allows the MasterClock to take into consideration more than one field when assessing when a particular workflow step (“task”) is to be completed.  By default, the two closing fields are used: Estimated Closing Date (763) and Scheduled Closing Date (748)/

Start / End Color:

The start and end colors are what is presented in the Encompass User Interface on the MasterClock Input Form so that a user can quickly see which data points are being referenced from the start calculation and the “Earliest Fields” calculation.

Minutes/Days:

This dropdown allows the workflow to be created for calculations in minutes or in days.  For example, a Retail environment may utilize ‘days’ between tasks, but a Direct to Consumer or Call Center environment may have tasks that are measured in ‘minutes’.

Workflow Task Panel: (streamlined example shown)

Task Names:  

The individual tasks for the workflow are in the order by which they will be displayed to the user in the Encompass User Interface on the MasterClock Input Form.

Add Task Button:

Clicking the button will allow you to add an additional task into the workflow.

Edit Task Panel:  

EditPane

Name

The Name of the task will be shown on the MasterClock Input Form.

Actual Date:

The field that represents when the task has been completed. This can be a standard field or a custom field.

Calc From Date:

The “Expected Date” for the task is calculated from this date.  This can be a standard field or a custom field.  Teraverde’s recommendation is that the ‘top half’ of your workflow to be calculated from the RESPA Application Date and the ‘bottom half’ of your workflow to be calculated from the “Earliest Fields”.  The default delivery of Coheus MasterClock is configured in this fashion.

Expected Field Id:

This dropdown allows the workflow to be created for calculations in minutes or in days.  For example, a Retail environment may utilize ‘days’ between tasks, but a Direct to Consumer or Call Center environment may have tasks that are measured in ‘minutes’.

Status Field Id:

This is a non-editable field.  This is the field that is utilized for the system to display the individual status.  It will always be a custom field.  It is displayed for the administrator in the event it is needed for other uses, e.g. reports.

Calc Offset:

The number represented within this field is utilized for the calculation for the Expected Date in relation to the “Calc From Date”.  This can be represented in Days or Minutes depending on the “Minutes/Days” setting for the workflow.  A negative number is utilized to count backwards from the “Calc From Date”.

Allow Weekend:

Set to ‘True’ if you allow the “Expected Date” to fall on a Saturday or Sunday.

Use Company Cal:

Set to ‘True’ if you want to use the Encompass Settings for the Company Calendar to determine which days the “Expected Date” may fall.

Caution Time Frame:

This will calculate when the status of the workflow task will go from ‘On Schedule’ to ‘Caution’ – signifying that there needs to be action taken soon before the task status becomes ‘Behind Schedule’.  The value will follow the “Minutes/Days” setting.  Unlike the “Calc Offset”, the number must be a positive value.

Task/Calc From:

If there is not an “Expected Date” to be utilized, and should show on the MasterClock input form, use the ‘Calc From Field’ option.  This will allow users to see other dates that may be crucial but not part of the calculations for the Overall Status.  The ‘Task’ option will signify that this task should be included in determining the Overall Status.

Responsible Role:

Use the dropdown to select the responsible party that should be tracked.  The dropdown is populated automatically, just make a selection! 

This is a crucial data point if you are using our Coheus data visualization solution.  

Edit Button:

Clicking the button will allow you to edit the allowable fields.

How do I move a Task?

To move a task after it has been created, simply left-click and drag it to the new location.  The location of the task being moved will be above the task tile that it is placed on.  It is important to drag the task to an existing tile location – it will not ‘stick’ to the new location if it is released onto any other part of the form.

"CD Due Date" Special Note

Coheus MasterClock comes with standard workflows.  Within the standard workflows, one of the tasks is named “CD Due Date”.  The CD Due Date functions in a special way:

  • The “Calc Offset” field within the configuration is ignored;
  • Instead, if the Encompass Field 3983 (eConsent Date) is blank, the calculation from the “Calc from Date” will be defaulted to use “-7” days (or the minute equivalent if using minutes is selected) based on the Calender selected.  If field 3983 is not blank, the default will be “-3” days (or the minute equivalent if using minutes is selected) based on the Calender selected.

 

 

 

 

Download the MasterClock Reporting Database Fields and simply upload them into your Reporting Database. This is required for full functionality for Pipeline Views as well as to utilize the MasterClock Status Update Utility.

Release 22.4.8.1

All releases are cumulative, however, if you are behind in releasing, it is recommended to apply prior releases first. 

Coheus – Setup input form – MasterClock Configuration Bug Fix:

  1. Some color values selected when assigning colors to the start/end colors would throw an error upon MasterClock input form loading of “index outside the bounds of an array“.

  2. Renaming of the form: in some instances, when the MasterClock form was renamed in the configuration editor, it would not write the proper value into the settings value.

Both bugs have been fixed.

Release 22.1.20.1

All releases are cumulative, however, if you are behind in releasing, it is recommended to apply prior releases first. 

Coheus – Setup Bug Fix:

It was noted that during certain installations, when a client was utilizing a version of Teraverde’s Coheus Data Analytics but not the Coheus MasterClock, the form would prevent the adminstrative user to access the Data Analytics configuration editors.  This update corrects this functionality.

Release 22.1.15.1

All releases are cumulative, however, if you are behind in releasing, it is recommended to apply prior releases first. 

NOTE: These two updates are functional updates that will include the non-functional renaming update below.

Underwriting Comparison Bug Fix:

  • When selecting the second borrower pair (from the native borrower pair dropdown), the Underwriting Comparison input form accurately reflects the 2nd borrower pair data points.

MasterClock Feature Update:

  • New status added:  When all of the individual statuses of the loan’s workflow have a completed value (i.e. “Completed on Time” or “Completed Late”), the Overall Status will now show “Workflow Complete”.
  • New Configuration Editor: “Coheus – Setup”
  • To ensure that the new Coheus – MasterClock form will operate properly, edit your form name within the configuration file.

Coheus MasterClock Update

QC Audit Selection Enhancements:

  • Speed of pulling loans to audit has been optimized. (form name changed to “Coheus – QC Audit Selection”)

SpeedPath Configuration Editor: Form Retirement

  • With the Non-Functional update release, the new form that is utilized for making changes to your MasterClock Configuration is “Coheus Setup”.    No further updates to this form will be made after 01-15-2022 and the form will become obsolete.

Take special note to configuration files, other input form buttons, etc. in which a previous form name has been used.  For example, in the Itemization Comparison, the TVMA_itemizationcomparisonsettings.json file notes the form name for the “Loan Change” button action.  Once the newly named form “SpeedPath – Loan Change Comparison” is updated (either manually or by downloading and installing the update package), the form name will need to be updated.

    Special Note added for the CD Due Date.

    Non-Functional Release: 2022-01-15 - SpeedPath changes name to Coheus

    In an effort to streamline and consolidate products, the SpeedPath name is being retired and absorbed into the Coheus product line.   This update is not a forced functional update, however, future releases will be impacted.  What do you need to know?

    • Teraverde changed the name of the product line as part of our marketing/branding strategy
    • Admins will either need to:
      • Rename the SpeedPath forms manually by removing “SpeedPath” so that each form reads “Coheus – ” which would require no additional persona reviews, or
      • Import the updated versions but then review their Personas to validate access with the new form name updates.
    • Take special note to configuration files, other input form buttons, etc. in which a previous form name has been used.  For example, in the Itemization Comparison, the TVMA_itemizationcomparisonsettings.json file notes the form name for the “Loan Change” button action.  Once the newly named form “SpeedPath – Loan Change Comparison” is updated (either manually or by downloading and installing the update package), the form name will need to be updated.
    • For the MasterClock form to function, open the MasterClock configuration editor and update the form utilization name.

    Coheus MasterClock Update

    If modifications to forms were performed (for example: additional fields added into Underwriting Comparison), option 1 above is recommended.

    Example screenshot showing the new form names:

    example Coheus form names

    Release 21.4.9.1

    All releases are cumulative, however, if you are behind in releasing, it is recommended to apply prior releases first. 

    Bug fix:

    • “Allow Weekend” option was excluding Sunday’s (using the Postal Calendar from Encompass); this has been updated to do a straight calculation of days.

    Special Note:

    To count straight days, use the setting options for “Company Calendar” set to ‘False’ and “Allow Weekends” set to ‘True’.

    Release 21.3.20.1

    All releases are cumulative, however, if you are behind in releasing, it is recommended to apply prior releases first. 

    Updates:

    • New configuration will allow the assignment of a responsible role per task within workflows
    • New configuration will allow each task with their own caution timeframe
    • Streamline of the input form to remove the shortcut buttons based on user feedback
    If you have more questions, please contact your system administration staff or Teraverde: [email protected] .

     

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